Connecting WooCommerce to Katana can be easily done directly from within Katana's Integration area.
If you're using multiple WooCommerce stores, you can connect all of them to Katana. The ability to connect additional stores becomes visible on the Integrations page after the first store has been connected. Read more
Initiating the WooCommerce integration
Go to the Settings screen > and select Integrations.
Find WooCommerce and click Connect.
Enter your WooCommerce store address and click Authorize.
You will then be directed to WooCommerce where you'll be asked to log in to your store and click Approve.
WooCommerce integration setup
Once you've initiated the integration, you'll need to follow a quick 4-step setup to align your Locations, what will be imported, and what you will sync between Katana and WooCommerce.
Inventory locations
Note: This step only appears if you have multiple locations in Katana. By default, the Main location is selected, but you can choose your preferred location. Read more.
Initial import
Importing customers. If checkmarked, all your WooCommerce customers will be imported to Katana. These customers will appear in the Contacts screen in Katana and can be used on future Sales orders.
If unchecked, only customers that appear on imported Sales orders are created in Katana. Read more
Note: You can import up to 1,000 WooCommerce customers with the initial import.
Importing products. If checkmarked, all your WooCommerce products will be imported to Katana. You can access products from the Items screen in Katana.
If you have a Variable Product in WooCommerce, a product with a matching variant structure will be created in Katana. Katana will also create an additional variant for the parent product. Make sure that you have a unique SKU defined for each variant, otherwise, the variant will not be imported. Read more
If unchecked, new products will only be created in Katana for items that appear on imported Sales orders.
Note: You can import up to 20,000 WooComemrce products with the initial import. Each product variant is counted separately.
You can also define tax rate settings for the product import. This is only relevant if you use the "Taxes included" setting in WooCommerce. The tax rate is required for defining Default sales prices for products in Katana. Learn more.
Importing initial stock levels of products from WooCommerce to Katana. If checkmarked, all WooCommerce inventory levels of products will be imported to Katana. If you have multiple locations in Katana, the inventory levels are imported to the location defined in the first step of integration configuration. Inventory import will create a Stock adjustment in Katana for recording those stock levels. Read more
If you import stock levels from WooCommerce to Katana, you need to determine the initial cost for the product stock for Katana. Since WooCommerce does not track the manufacturing cost of products, products will appear with an Average cost of 0 in your Katana stock (without defining the cost).
The easiest way to set the initial cost for products is to calculate the cost as a percentage of the sales price. Define a percentage that will be applied to all imported products. If needed, you can adjust the cost price for each individual product after the import is completed from the Stock adjustment document that was automatically created during the initial stock import from WooCommerce. Learn more.
Import shipping cost. With this option checked, the shipping costs on WooCommerce sales orders will be imported to Katana sales orders.
What is imported from WooCommerce:
Shipping method
Cost
Tax rate if applicable
Note: This will not import WooCommerce's shipping settings, only the cost of shipping on sales orders.
Sync setup
Importing open Sales orders from WooCommerce to Katana is a core functionality. This sync cannot be switched off.
Only Sales orders with a "Processing" status will be imported from WooCommerce.
Note: You can import up to 1,000 WooCommerce Sales orders with the initial import.
Sync Sales Order fulfillment statuses. If checkmarked, when the Delivery status for a SO is changed to Delivered in Katana, the fulfillment status in WooCommerce will change to "Completed" (and vice versa). Read more
Sync stock levels from Katana to WooCommerce. If the stock sync from Katana to WooCommerce is checkmarked, Katana will automatically sync stock levels from the selected location for each product from Katana to WooCommerce in real time. Read more
Commitments from orders created in Katana reduce the availability of stock in WooCommerce. You can select whether Sales orders created directly in Katana affect the stock levels in WooCommerce. For example, if you enter large wholesale orders manually to Katana but wish to prevent those from reducing the available stock in WooCommerce, you can opt-out of this option. Read more
After you've finished making your selections, click Next.
Confirm the integration settings
Once you've finished reviewing the integration settings, click Confirm and the import of Sales orders, customers, products, and stock levels from your WooCommerce account to Katana will start.
It may take a few minutes for the information to appear in Katana, so you can close the import window by clicking Go to Sales and continue using Katana during the import. Katana will continue to process the information in the background.
The integration is now active! All your future Sales orders will be pulled automatically to Katana in real time. SO statuses will keep syncing both ways if you decided to enable the functionality during the connection. Stock levels are synced from Katana to WooCommerce in real-time if you chose to enable it.